出口导向令吉贬值有利 买科技手套股避险
Published at 2015-01-31 11:33:00 by 南洋网

（吉隆坡30日讯）低油价、令吉疲软和消费税（GST）的来临，冲击整个国家经济，但科技和橡胶手套领域却因为“枪口对外”，反而从中受益，获分析员形容为应买入的“避险天堂”。

肯纳格投行研究在报告中指出，疲弱令吉和油价大跌，无疑是把双刃剑，让我国面临更大经济挑战的同时，出口导向领域却成为当中赢家，如科技、半导体和橡胶手套领域。

除了外围利好，本土的消费税（GST）上路，也因针对国内消费的体制，让这些以出口为主的领域逃过一劫，是影响最小的行业。

根据该行的敏感分析，美元每波动1%，所追踪的友尼森（UNISEM，5005，主板科技股）、益纳利美昌（INARI，0166，创业板）和企文科技（K1，0111，创业板），去年和今年的净利预估，将会跟着变动0.5%。

手套股方面，令吉兑美元每贬值1%，业者净利平均可提振1至2%。

分析员形容，科技和手套股是我国最受投资者欢迎的领域之一，特别是夹带着令吉走软和消费税的两大因素加持，建议投资者将目光转向拥有稳健盈利展望的科技企业。

手套产能扩张稳健

其中，全球半导体销售舒适增长中，通常首季和末季是季节疲弱季度，因调整库存而造成订单波动，但这反而显出趁低吸纳的良机，稳健的盈利增长展望，将激励次季和第三季的业绩抵消另两季的疲态。

手套领域也积极扩展商业产品产能，从今年末季开始逐渐到位，有助激励盈利增长，分析员认为，市场过度担忧供过于求和削价战。

“据观察，新产能拓展的速度较预期缓慢，可维持供需层面的平衡。新产能将逐步应付稳健的需求增长，加上原料价格维持低点，未来数季盈利表现可期。”

推荐股

伟特机构（VITROX，0097）
半导体产品越来越复杂， 需要更多检测系统， 而维特机构身为自动化视觉检测系统的领先解决方案供应商， 可从中受益。

友尼森、益纳利美昌
代工业者展望乐观，在智慧型手机、平板电脑和汽车领域中，所提供的产品占据策略地位。

企文科技
在电子制造服务市场中，定位为高档制造链的设计和发展企业。

贺特佳（HARTA，5168）
“高自动化生产程序”模式带来更好的赚幅，产能稳健改善，还可降低成本，让该公司大大超越竞争对手，成功抓住丁睛手套市场的主导地位。http://www.stockhut.com.my/news/14373

转帖] 無懼馬幣弱勢及消費稅‧科技和膠手套攻出口成贏家
Author: Tan KW | Publish date: Fri, 30 Jan 11:51

2015-01-28 17:54

（吉隆坡28日訊）隨著馬幣不斷貶值和消費稅即將登場，不少國內企業將面對衝擊，分析員認為專注在出口的科技／半導體公司和膠手套公司，將是安全的避風港，可在馬幣和消費稅逆風下崛起成為贏家。

肯納格研究指出，由於馬幣疲軟和油價下跌，大馬經濟版圖面對更大挑戰，但是，這就如雙面刃，出口公司將從中受惠，尤其是科技／半導體和膠手套業者。

根據肯納格研究的敏感度分析，美元每波動1%，科技公司的2014-2015年淨利將受衝擊0.5%。同時，馬幣兌美元匯率每下跌1%，膠手套業者的淨利平均增加1至2%。

同時，出口商受消費稅的影響也最低，根據關稅局的指南，出口商無須征收消費稅。

肯納格研究是在昨日舉辦企業日，介紹馬幣疲軟和消費稅下的安全港，安排6家出口業者和約40位分析員及基金經理會面。這6家公司分別為賀特佳（HARTA，5168，主板工業產品組）、友力森（UNISEM，5005，主板科技組）、企文科技（K1，0111，創業板科技組）、益納利美昌（INARI，0166，主板科技組）、偉特機構（VITROX，0097，主板科技組）和星光資源（SKPRES，7155，主板工業產品組）。

全球半導體銷售穩健
在科技領域方面，肯納格相信該領域仍具韌性，全球半導體銷售繼續顯示穩健趨勢。
全球半導體銷售將在2015年持續動力，截至2014年11月，全球半導體銷售成長9.1%，是連續第19個月增長。

隨著一些股項的估值偏高，宜採用抄底的策略。通常第一季和第四季是半導體股季節性疲軟的季度（因庫存調整令訂單波動），因此一旦股價疲軟，將是趁低累積的良機，因為在第二和第三季盈利將反彈。

膠手套料來到反彈時刻
至於膠手套領域則預料來到反彈時刻，新產能自2015財政年第四季起逐步增加，將帶動盈利增長，同時有關需求下跌、供應過剩和價格戰的課題已被過度渲染。

肯納格研究表示，目前部份手套股的股價已接近過往的最高水平。

由於手套需求良好，刺激更多新產能擴充，盈利將在接下來季度恢復成長。同時，新產能擴充的速度比預期慢，應有助維持供需平衡，再加上馬幣和原料價格下跌，都令手套股前景受看好。

該行重申對科技和膠手套領域的“加碼”評級，在馬幣疲軟和消費稅推行之際，這兩個領域受投資界所看好。

其中友力森和益納利美昌從半導體上升周期中直接受惠，因它們策略性涉及自動化（佔友力森銷售的17%）以及通訊（友力森：30%和益納利美昌：45%）業務。

偉特機構作為視像檢視系統的領先業者，將從半導體封裝更為複雜和需要更多檢驗中受惠。

企文科技30%收入來自流動電話零件，最近贏得2千萬令吉的高端通訊零件訂單，2年複合盈利成長將達361%；以及星光資源最近收購Technic集團，錄得77至105%的盈利成長。

而在手套股之中，肯納格研究看好賀特佳的“高度自動化生產流程”模式，該公司表現超越群倫，擁有更高賺幅、產能穩健改善、成本下跌以及在高成長的丁腈領域具主導地位。




（星洲日報／財經‧報道：李勇堅）

技术与基本面都处于最好狀态,前途光明呀
http://www.klsescreener.com/detail.php?code=0166

Inari can rm2.80 above end,buy in

Q2 will out at 4~2~2015 ,price will fly

buy future ,haha

4-2-2014 的Q2业积有看头，取全年eps=0.22 sen
合理的pe=17倍,股价=rm3.74 .供参考
定心丸,手机用户上升中

Inari 成長势头保持良好,趁低累积

inari rm2.83 进入，幸福的未来已看到，哈哈

Oil gives up early gains on firm dollar, shrugs off OPEC comments

By Reuters / Reuters | January 27, 2015 : 3:49 PM MYT
Share on facebook Share on twitter
Printer-friendly versionSend by emailPDF version
SINGAPORE (Jan 27): Oil gave up early gains with Brent futures slipping below $48 on Tuesday as a stronger dollar weighed, offsetting comments from producer group OPEC that prices may have found a floor.

The Secretary-General of the Organization of the Petroleum Exporting Countries, Abdullah al-Badri, said oil prices may have bottomed out and warned of a risk of a future jump to $200 a barrel if investment in new supplies was too low.

"Crude oil markets continue to consolidate near term," ANZ analysts said, adding that Brent traded in the range of $48-$50 last week and showed little direction.

"OPEC's Secretary General commented yesterday that prices may have bottomed, but there was no imminent prospect of OPEC producers sitting down to discuss cutbacks until mid-year."

Brent fell 20 cents to $47.96 a barrel by 0700 GMT, after climbing to $48.38 earlier. It settled down 1.3 percent on Monday.

U.S. West Texas Intermediate (WTI) crude was down 17 cents at $44.98 a barrel after slipping to a session low of $44.35 on Monday, close to a near 6-year low.

Oil prices turned negative after the dollar index strengthened, making the dollar-denominated commodity more expensive for holders of other currencies.

Trading volumes are likely to be limited later on Tuesday as a snow storm is expected to disrupt transport in New York.

Oil prices have dropped nearly 60 percent since peaking in June 2014 on ample global supplies from the U.S. shale oil boom and a decision by OPEC to keep its production quotas unchanged.

Standard Chartered said OPEC's decision to keep production high was beginning to impact other producers.

"Non-OPEC output is being hit hard, and we now expect the oil market to tip into supply deficit in H2," the bank said.

Traders said there were other signs of a potential market pick-up.

"I'm not sure if prices have bottomed out, but I can see some signs for prices to rebound," said Yusuke Seta, a commodity sales manager at Newedge Japan, referring to a rise in Brent's open interests in the past few weeks.

Brent's open interest on the Intercontinental Exchange (ICE) hit 1.69 million lots in the week of Jan. 20, a record high since the data started in 2011.

Open interest is the number of contracts outstanding on a futures trading platform such as ICE.

However, WTI may come under pressure this week as commercial crude stockpiles likely rose nearly 4 million barrels last week, a Reuters survey showed, after posting its largest build in 14 years in the previous week.

The data stretched Brent's premium to over $3 a barrel last week.

7251今天成功守住0.89之上,下来几天有望突破0.97的阻力,往rm1.10前进

李稻葵：2015年第二季度世界原油價格將回升
http://www.kongsenger.blogspot.com/2015/01/mgtv2015.html

0.88 chance buying.

Barakah may trend higher after inching above the 50-day MAV line and the MYR0.97 level on the latest trade. Traders may buy as a bullish bias could be present above this level, with a target price of MYR1.06, followed by MYR1.15. The stock may pull back to take a breather if it falls back below the MYR0.97 level. In this scenario, further support is anticipated at MYR0.89, where traders can exit upon a breach.
http://klse.i3investor.com/blogs/rhb/69025.jsp

T+3 下星期二到,短暫套利,之后估计将继续上升之旅.遇低进入.

more new barakah-http://www.kongsenger.blogspot.com/

rm1.00 above tomorrow.

欧央行Qe 开动,原油须求上升,帶升油气股全面回升,把握止趺回升之便宜油气股,
barakah 7251 rm0.93 買入,丯衣足食。
估计全年 eps=10 sen,pe=13 ,tp=rm1.30

o.93 buy in,when oil price rise ,this stock will rise.

H,更正-于30-09-2014 PWROOT债务只有1293万,现金有6266万,扣除后还有4973万,
相等于每股16 sen的现金,是净现金公司,因此有能力派出高息.

The company will further target marketing the Ah Huat White Coffee to other Asian countries, noting that the product is only around 1½ years old with further room for growth moving ahead.
Power Root, which was listed at an IPO price of RM1.48, presently trades at around 15 times its FY14 earnings and that is at a slight discount to some of its close Bursa Malaysia-listed comparables such as Oldtown Bhd (19.01) and Carlsberg Brewery Malaysia Bhd (20.41).
It is, however, on par or trades at a slight premium to other comparables such as Spritzer Bhd (12.4) and Guinness Anchor Bhd (14.37).
Power Root also provides a decent dividend yield of some 4.5% according toBloomberg’s statistics with a trending net cash position of RM24.23mil and a rising net assets per share figure which rose to 73 sen from 68 sen a year ago.
A notable development in the company’s shareholding is that Koperasi Permodalan Felda Malaysia Bhd (KPF) had recently pared down its shareholding in the company. KPF had emerged as one of the largest shareholders in Power Root, buying into the company since its IPO and holding as much as 20% of the company a few years ago.
Over the last few months, KPF has trimmed down its stake to 7.71% of Power Root and is believed to have made handsome capital gains from this investment.
A fund manager who owns stock in the company says he views the stock favourably due to its positive growth prospects and its attractiveness as a consumer play.
Power Root’s controlling shareholders are its founders Low Chee Yen, Wong Fuei Boon and How Say Swee, who collectively own about 62% of the company.
Power Root’s shares have seen its ups and down after it was listed at RM1.48 in 2007. Shareholders who bought into the company at its listing had seen their value reducing significantly soon after, as Power Root’s share price had dipped to a low of 21.7 sen in 2009 on the negative impact from the global financial crisis in the United States. Power Root closed yesterday at RM2.02.
Meanwhile, See also says that Power Root will enjoy a gain of around RM10mil in FY15 from its property division, where it has developed shop lots on some of its land in Pasir Gudang, Johor.
个人估计具有上升潜力,催化因素有--
a,中东广房的开展.
b,具有吸引力的dy(周息率)=5%.
c,上市8年未发出红股,每年赚钱,红股效应.
d,股价rm1.43比IPO RM1.48还低,8年资产增加,股价沒大增长.
E,2015年有产业进帳(10M),约EPS=3.2SEN贡献净利,将带动股价上升.
F,公司ALICAFE,AH HUAT品牌己深入民心.
G,股东買回公司股票足以见證对未来充满信心.
H,PWROOT债务只有2113万,现金有6785万,扣除后还有4672万,
相等于每股15.4 sen的现金,是净现金公司,因此有能力派出高息.
投资快乐,丰衣足食.

是否看到power root Rm1.43的投资价值?
Business NewsHome › Business › Business News

Overseas markets, notable Mideast and North Africa, now account for 32% of total revenue
Saturday, 17 May 2014
By: DANIEL KHOO








THE Middle East and North African (MENA) region is turning out to be huge success for Power Root Bhd, the maker of “Tongkat Ali”-flavoured coffee drinks.
Sales to the MENA market, where Power Root first ventured into back in 2005-2006, have grown by more than 100% since three years ago.
Exports now account for 32% of its total revenue, compared with just 5.5% when the company was first listed on Bursa Malaysia in 2007.
“The MENA region contributes approximately 23% while Singapore accounted for 4% of total sales in the financial year ended Feb 28, 2014 (FY14),” its executive director, See Thuan Po, tells StarBizWeek in a recent interview.
He says that Power Root’s Alicafe brand has been doing well in the MENA region and remains the main driver of its sales there.
“The product taste appeals to them and we also have concerted marketing and promotional activities there. Export countries from MENA region broke even around 2010. Thereafter, it contributed positively to the group,” he adds.
The strong exports have nudged Power Root to a healthy growth in both its top line and bottom line numbers for its FY14.
In FY14, its top and bottom line continued to register a commendable year-on-year growth of 9.8% to RM306.85mil and 13.6% to RM38.77mil respectively.
The healthy earnings also indicate that Power Root has been able to withstand gradual rises in its raw material prices, which had faced the company for the last few years. The company had said before that its healthy margins were the reason why it had been able to achieve that.
Power Root now plans to start its second overseas manufacturing plant in the United Arab Emirates that will help cater to the growing demand from the MENA region.
“The plant will cost US$15mil-US$16mil (RM48.35mil-RM51.58mil) and will provide an initial capacity of 100,000 cartons per month. We will commence building the plant once certain sales milestones are achieved,” See says.
It is in the company’s hopes that this plant will eventually minimise handling and logistics costs as its prospects in the MENA region grow.
At present, its factory in Johor Baru caters to all needs, with a capacity to produce 150,000 cartons a month for its instant products segment and 160,000 cartons a month for its ready-to-drink can beverages.
Its instant products segment consists of mostly three-in-one and five-in-one drink mixes such as the Alicafe and Alitea range while the ready-to-drink can beverages consists of the Extra Power Root, Ginseng Tongkat Ali and the Per’l Kacip Fatimahrange.
According to See, another reason why Power Root has been able to get a handle on its cost structure is that it has embarked on improving key processes and personnel.
“Operational efficiency can be attained through better procurement management, inventory management as well as production planning,” he says.
Its beverage mix requires three main key raw ingredients – sugar, coffee and creamer – that had seen price hikes in the past two years.
“We do not hedge but we do take positions through pre-agreed prices with our suppliers where the prices are locked in together with the quantity for the raw material.”
Moving forward, the company says it will try its best to maintain profit margins with more product launches planned this year and increasing sales of its Ah Huat White Coffee product, that presently constitutes 15%-16% of total sales.

When seller stop,this stock will fly ,so easy,haha

Yistock brother,tks you for more good comments, buy buy,property profit 10m(eps=3,2 sen) will coming at Q3(5m) and Q4(5m),haha,chance to correct more rm1.37

Good comments, next is pwroot,rm1.45 buy in for good future.

Good comments下个月阿牛云顶开唱,ah huat 会有作为,产业进帳,抽奘等活动都是看点！

2015 年收到的首个股息,pwroot 安穩收息,资本增值,红股机会(估计3 送1),rm1.50 趁低进入！
--Pwroot 己列入我的未來退休名单股,哈哈！丯衣足食靠它了,我的平均价为rm1.75(扣股息後)！
--pwroot是支考耐心的股,多看正面,负面只是一些人的片面之说,可以不信,机会是留给有准备的人,当过往云烟后,就是日升天了.
--ah huat 白咖啡中国人喜爱喝,11-1-2015于toa payoh 的职总平价看到30出年轻人買了两包.
--12-1-2015于 港湾站看到白人手上拿着4包ah huat 白咖啡,哈哈,原来外国人也喜欢.
--最近朋友从迪拜旅游回来,说Alicafe在那里相当出名,市场销量好.

Oldtown is go up,next to pwroot,buy in 1 40

各有千秋,在投资潜力上,pwroot 因股息好(4,5～5%)的dy,7年没给红股,故更具投资价值,1.46机会进入.

dividen is get at 2/1/15

no receive

alicofe tongkat ali have action this year,buy buy

yes,pwroot is a black horse at 2015

--Power root 出品,暢销海内外35个国家的品牌,不入虎穴,焉得虎子,
這些是我享用的飲品,值得品味,己成功走入许多家庭,未來再創佳積不难,
逢低进入(rm1.53),丰衣足喝.
--黑马一隻，高息，成長股，抗跌性强，强力買进，走势長期看涨，目標价2.00元

Pwroot 短期走势向好！趁低进入1,49

更多资料于--http://kongsenger.blogspot.com/2014/12/gdp510.html?spref=fb

谢谢支持！老板会给長线持有者驚喜的,不论从基本面,成長都很棒的！

Rm1.50 buy in more monday,see a good future

[转帖] 投资股票亏钱的真正原因 - 第一天
Author: Tan KW | Publish date: Thu, 18 Dec 10:01



Thursday, December 18, 2014


“买入好股，长期投资”
我相信上述金句，大家都应该从很多投资大师的书籍或分享中看过，我也知道很多人乖乖履行这个方法，但是投资的股项还是下挫不少，有些甚至损失惨重止损卖 出。到底问题出在哪里？是这个投资法错误还是什么？还是目前市场的问题？其实我认为，不是这项投资法不行，也不是市场的错，真正亏钱最大的原因，

是因为投资者本身不知道自己在做什么。

我相信很多人看到这里，都会有很多问号在头上了。。。

打个比如
基本派的朋友在合适的价格买入了一些股，当然这些股的基本面非常美，股价也慢慢的开始上升的时候，他们都非常基本派，并且信心十足，不断计算着基本派怎么 收取股息，该股基本面多美，怎么长期投资等等。但是当股票开始下跌， 他们很多人就会忽然变成技术派，什么止亏啦什么反弹啦甚至什么先卖出改次再买进，什么该股已经不适合投资，不理亏损都要赶紧卖出。

其实该股基本面根本就没有变过，变的是他们自己，因为他们根本搞不清楚自己在做什么。他们不知道真正的基本派其实都不太喜欢看股价，因为基本派买入股票其实只是入股做生意，股价对他们来说，根本没有任何意义，因为他们都是打算抓超级长期。

问题又来了，那么基本派不看股价，并不代表股价不会下挫？并不代表资本不会亏损？基本派资本也会萎缩啊？

其实真正的基本派，投资的TIME FRAME是看得很长的，今年亏损不用紧，因为他们AIM的不是每一年的增长，而是长期算下来，每年的复利增长，还有就是他们看重的其实是持续增长的股 息，藉此累积被动收入，这些才是他们真正看重的。而不是一看到股价下跌，就急着止亏卖出，或者想低卖更低买，要知道止亏卖出和低卖更低买，是技术派的功夫 哦=。=，所以一般人的错误就是忽然就从本来的基本派变成技术派了。

所以其实基本派没问题，技术派也没问题，问题是，你到底知不知道你在做什么。无论是抄底，储备现金，甚至是长线投资，我们都要清楚本身的动向，不要犹豫忽然这样忽然那样，最好可以把本身的计划，写下挂在当眼的地方，这样自己本身就不容易忘记了。而如果你在这个时候还没弄懂本身到底为什么亏损的话，可以参考这里，希望对你有所帮助吧。


也祝目前正在亏损的朋友，早日找到投资的方向，转亏为盈，加油加油哦：）
http://windscopo.blogspot.com/2014/12/blog-post_18.html

进出口可相互抵消，但仍处在净利，中东，新产品和产业净利，股息，现金，红股等都是看点，
假如对公司无信心可出货或不进，有信心就进货，丰衣足喝，哈哈。

1,40 buy ,go go

pwroot rm1.40 加码---
一支有强稳基本面的公司，能抵抗过经济低迷，在快速消费品己取得成功，
并且对前景有规划，成长有期，想信管理层的能力与诚信度，给我在价位下降时敢加码，
像这种低价位产品当行情差时，影响相对小，看到公司股票買回，更有信心加码，
也对股价支撑作用。

这是oldtown分析员的解说--(http://klse.i3investor.com/blogs/treasures/66558.jsp)
价值被低估
分析员预测，旧街场白咖啡于2014至2017财年将保持稳健增长，年均复增约为10%，主要是受到国内销售及快速的海外拓展计划推动。
分析员认为，此股的本益比估值仍然不昂贵，比成功食品（BJFOOD，5196，主板贸服股）的股价对账面价值折价24%，也比同行业者折价47%；此外，该集团也拥有强大的基础，及稳定的综合商业模式。
--个人觉得有相同业务(快速消费品)的pwroot 也会被重估的.
--3/12/2014 alliance的分析员的解说,oldtown目标价为rm2.25 (http://klse.i3investor.com/servlets/ptres/27098.jsp)
--5/12/2014 maybank的分析员的解说,oldtown目标价为rm2.00 (http://klse.i3investor.com/servlets/ptres/27072.jsp)
--17/12/2014 oldtown的股价为rm1.46 ,pwroot的股价为rm1.37
假以时日oldtown的股价到rm2.00或rm2.25 ,是不是pwroot的股价也会到rm1.90或rm2.15 ?
给日子去验证吧.

Chance buy in rn 1,38

pwroot 大力根越喝越好喝，上了瘾，哈哈--
HLIB Research 8 December 2014 (AirAsia; SKPetro; IOIPG; Uzma; Econs; Traders Brief; Trading Idea – PWROOT)

PWROOT: Positive Divergence
◾On technical front, the stock is about to reverse its downtrend thanks to its Positive Divergence, indicating weakness in the downtrend momentum and selling pressures are exhausting.
◾Further upside targets are at RM1.54 and RM1.62, with long term objective of RM1.78. Conversely, supports are pegged at RM1.46 and RM1.43. Cut loss at RM1.40.

Trading Idea - PWROOT

PWROOT: Positive Divergence
◾On technical front, the stock is about to reverse its downtrend thanks to its Positive Divergence, indicating weakness in the downtrend momentum and selling pressures are exhausting.
◾Further upside targets are at RM1.54 and RM1.62, with long term objective of RM1.78. Conversely, supports are pegged at RM1.46 and RM1.43. Cut loss at RM1.40.

2~1~15 拿钱再加码,老板英明与誠信度好,支持！

pwroot己下降到合理的进场价位 rm1.44
收货是对的,什么口味因人而异,马来人市场大,alicafe tongkat ali是它们的
首选,我的同事许多马来人与土著都喝,看它带来公司泡,能在市场立足
那么多年,pwroot肯定有它的長处,市场定位,己冲出国外取得成绩足以见证,
先进下个月享受3.5sen ,明年2月(Q3)如不错,Q4肯定是更好,因为抽奖活动
在明年2月截止,假如业绩回升,那时候价位己回升了,我喜欢PWROOT是更有
投资价值,和其他同行比轻后.

Company and boss buy back stock ,good future can see.

Chance buy in 1.46 ,next tp=2.00

pwroot 于4-11-2014 rm1.78 ,之后公布Q2后 1-12-2014 下降
至 rm 1.46 ,你看还有下降的机会吗?机遇小,pwroot 最高价为rm2.44,
巳下降近98 sen,因此我昨天又加码了,机会不常有,善用手中资金,使资本增值最大化.

心动不如行动,继续加倉--
Client code / name : ER KONG SENG
Remisier : ENK

Type Contract No Stock Cd Price Quantity Amount Delivery Dt Payment Dt
Purchase B411PG01960620 PWROOT 1.45 1/12/2014 1/12/2014
--注,今天2-12-2014 10;56 看到有1000.000股转手,
是引起机构的进货吗?

分享 Chengyk兄的好贴,谢谢他的功课--
Monday, January 20, 2014

安哥投资法
大概在三四年前，一位安哥和我闲聊股经，当我们谈到兴起的时候，他给了我一罐 Super 9 Isotonic 饮料，过后，他告诉我，这个饮料不错，味道和 100 Plus 非常接近，是一个很好的产品。

他再接着说，生产它的公司叫做 Power Root，是一个规模不大的公司，业绩稳定，而且每年有给股息，价钱也不贵，买少少来收吧。

安哥是一位商人，纵横商界几十年，基于他眼光独到，往往投资的东西都有很好的回酬。

股票，就是其中一个他的投资工具。

安哥的学历不高，不会英文，所以看不懂年报，说到数据，他更是一筹莫展，往往他所知道的资讯都是从报纸而来。

他告诉我 Power Root 的时候股价才 RM 0.50++，那时我也去有去研究这家公司，更到超市去做市场调研，最后我认为这家公司的作为不大，发展前景不太好，所以我就搁置了。

上个星期，我巧遇到安哥，他再和我聊起 Power Root，他说他一直收着，到最近 RM 2++ 把 30% 的票卖了，剩余的 70% 都是免费票，现在收着拿股息了。

听到这里，我除了佩服，就是敬佩。

Power root 只是安哥其中一个成功的投资例子，当然，安哥也不是百战百胜，也有失误的时候，但，有一点无容置疑的是，他确实在股市里赚到非常可观的盈利。

经过我多次和安哥聊天，我发现他都是以生意的经验来判断公司的好坏，更重要的，他看的是前景，只要公司有前途，他就会考虑投资，而数据方面，他只看一些简单的，如公司现金有多少，公司有没有负债，公司有没有给股息 ，等等 。。。。

安哥投资法并不复杂，整个投资的中心在于他的生意眼光，所有的判断都来至于他的生意经验。

很多网友写短讯或电邮我，说到自己学历不高，看不懂年报季报，也不会计算数据。今天，我就举一个实际的例子来鼓励大家，就算是学历不高，单单凭着生意眼光也能在股市里赚钱。

当然，如果能用功一些来学习看年报和季报会更好，真的是不行的话，不妨考虑花时间来磨练自己的生意触觉和眼光，可能还能看到另一条康庄大道。

投资方式，五花八门，各施各法，没有所谓的好与坏，只有适合不适合自己的，更重要的是，最后能把钱放进口袋的那一位才是真正的赢家。

各位，加油哦 ！！！

马年就到了，特别献上这篇文章给大家，祝大家有一个丰收的马年 !!!

~乡下佬~
21.01.2014